Welcome to Choice Financial Wealth Management

The hustle and bustle of daily life often leaves little time to plan too far into the future.

Choice Financial Wealth Management offers a better way. When you partner with us, we’ll create a plan to help meet your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.

 

Our Services

 

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in building a partnership with our clients and understanding exactly what you need to develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to work towards both short and long-term objectives.

  • Financial Planning: How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? We’ll listen to your needs and establish a plan that is right for you.
  • Estate Planning: Thoughtful and intentional estate planning brings comfort to you and your loved ones. We approach the process with knowledge, sensitivity and care.
  • Retirement Income Planning: Many retirees are understandably concerned about their income. With our guidance, we’ll develop a plan that’s sustainable and personalized for your specific needs.
  • Portfolio Reviews: Concerned that your financial plan is overdue for a review or a fresh perspective? We’ll evaluate your portfolio and offer specific recommendations.

 

Our Products

 

As part of our personalized planning process, we often recommend:

  • Individual Stocks
  • Individual and Corporate Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UIT’s)
  • Separately Managed Accounts
  • Real Estate Investment Trusts (REITs)
  • Fixed and Variable Annuities
  • Life Insurance
  • Long-term Care Insurance
  • 401k and Other Retirement Plans
  • IRA Rollover
  • Traditional and Roth IRAs
  • College Education Planning and 529 Accounts

 

 

Philosophy

 

Our philosophy is simple. We want to provide the best people-first service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.

Communication
Communication is the basis of our client relationships. We listen to your needs, and will give you individualized advice about your accounts. We monitor your portfolio and schedule reviews to inform you of its progress.

Personal Service
We believe you are entitled to the professional and personal advice of a Wealth Partner whose philosophy and style of doing business are compatible with your own.

Recommendations
We commit to making financial recommendations that are consistent with your timeline, financial circumstance, risk tolerance, and on track with your goals.

 

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Our Team

 Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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